Investment House LLC holds a diversified book of 223 stocks worth $1.9B as of Q1 2026 (disclosed Apr 29, 2026, a ~45-day 13F lag). This quarter they opened Sprouts Farmers Market Inc and trimmed Alphabet Inc-CL A. Their largest long position is Apple Inc at 7% of the equity book.
The public view is the crawlable proof. The same sourced dataset is available through REST and MCP for agents, research scripts, and back-office tools.
This fund page is the Follow view. The Build view lets your agent pull holdings, quarter changes, overlap, and source filings through API or MCP.
curl -H "Authorization: Bearer YOUR_API_KEY" \ "https://arkolith.com/api/v1/funds/1566030/holdings"
Use Arkolith to show INVESTMENT HOUSE LLC's latest holdings, largest changes, and filing provenance.
Top-heavy: diversified book
Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.
98% mapped to company sectors
Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.
Estimated $ traded · quarter-end prices, no cost basis
Bars show each stock's share of the portfolio. Click a row for its position history.
| # | Security | Value | Shares | % Port | Last move | History |
|---|---|---|---|---|---|---|
| 1 | Apple Inc COM | $135.6M | 534.4K | 7.1% | ▲+2.9% Added · +15K sh | |
| 2 | Alphabet Inc CAP STK CL A | $96.0M | 333.8K | 5.0% | ▼−9.9% Reduced · −37K sh | |
| 3 | Meta Platforms Inc CL A | $91.2M | 159.5K | 4.7% | ▼−0.9% Reduced · −1K sh | |
| 4 | Microsoft Corp COM | $77.3M | 208.8K | 4.0% | ▲+1.7% Added · +3K sh | |
| 5 | Nvidia Corporation COM | $75.0M | 430.3K | 3.9% | ▼−5.3% Reduced · −24K sh | |
| 6 | Amazon Com Inc COM | $68.0M | 326.4K | 3.5% | ▼−0.8% Reduced · −2K sh | |
| 7 | Costco Wholesale Corporation COM | $62.7M | 62.9K | 3.3% | ▼−1.0% Reduced · −628 sh | |
| 8 | Alphabet Inc CAP STK CL C | $56.2M | 196.0K | 2.9% | ▼−6.4% Reduced · −14K sh | |
| 9 | Eli Lilly & Co COM | $42.7M | 46.4K | 2.2% | ▼−1.0% Reduced · −451 sh | |
| 10 | Dell Technologies Inc CL C | $41.1M | 250.2K | 2.1% | ▼−3.7% Reduced · −10K sh | |
| 11 | Nu Hldgs Ltd ORD SHS CL A | $37.1M | 2.58M | 1.9% | ▼−0.3% Reduced · −9K sh | |
| 12 | American Express Co COM | $35.5M | 117.3K | 1.8% | ▲+6.1% Added · +7K sh | |
| 13 | Waste Mgmt Inc Del COM | $30.2M | 131.3K | 1.6% | ▼−0.5% Reduced · −685 sh | |
| 14 | Intuit COM | $28.8M | 66.6K | 1.5% | ▼−13% Reduced · −10K sh | |
| 15 | Intercontinental Exchange In COM | $28.6M | 181.8K | 1.5% | ▼−1.9% Reduced · −3K sh | |
| 16 | Mercadolibre Inc COM | $24.6M | 14.2K | 1.3% | ▲+1.7% Added · +240 sh | |
| 17 | Williams Sonoma Inc COM | $24.3M | 133.3K | 1.3% | ▼−0.1% Reduced · −203 sh | |
| 18 | Adobe Inc COM | $22.8M | 94.0K | 1.2% | ▼−4.0% Reduced · −4K sh | |
| 19 | Johnson & Johnson COM | $22.6M | 92.5K | 1.2% | ▼−3.5% Reduced · −3K sh | |
| 20 | Nebius Group N.V. SHS CLASS A | $22.5M | 216.5K | 1.2% | ▼−1.1% Reduced · −2K sh | |
| 21 | Motorola Solutions Inc COM NEW | $21.7M | 50.0K | 1.1% | ▼−12% Reduced · −7K sh | |
| 22 | Texas Instrs Inc COM | $20.1M | 103.4K | 1.0% | ▼−0.6% Reduced · −577 sh | |
| 23 | Lowes Cos Inc COM | $19.1M | 81.0K | 1.0% | ▼−0.1% Reduced · −110 sh | |
| 24 | Applovin Corp COM CL A | $18.1M | 45.5K | 0.9% | ▼−9.7% Reduced · −5K sh | |
| 25 | Ecolab Inc COM | $18.0M | 67.5K | 0.9% | ▼−0.3% Reduced · −191 sh | |
| 26 | Cummins Inc COM | $18.0M | 33.4K | 0.9% | ▼−1.6% Reduced · −561 sh | |
| 27 | Molina Healthcare Inc COM | $17.3M | 130.0K | 0.9% | ▲+54% Added · +46K sh | |
| 28 | Automatic Data Processing In COM | $17.2M | 84.7K | 0.9% | ▼−2.6% Reduced · −2K sh | |
| 29 | Qxo Inc COM NEW | $16.6M | 857.0K | 0.9% | ▲+7.1% Added · +57K sh | |
| 30 | Expedia Group Inc COM NEW | $16.6M | 72.0K | 0.9% | ▼~0% Reduced · −25 sh | |
| 31 | Qualcomm Inc COM | $16.6M | 129.0K | 0.9% | ▲+0.1% Added · +138 sh | |
| 32 | Ishares TR ISHARES BIOTECH | $16.5M | 97.7K | 0.9% | ▼−0.3% Reduced · −263 sh | |
| 33 | Booking Holdings Inc COM | $16.1M | 3.8K | 0.8% | ▼−0.4% Reduced · −16 sh | |
| 34 | Progressive Corp COM | $15.4M | 77.6K | 0.8% | ▲+109% Added · +41K sh | |
| 35 | Autodesk Inc COM | $15.2M | 63.6K | 0.8% | ▼−0.1% Reduced · −90 sh | |
| 36 | Visa Inc COM CL A | $14.7M | 48.5K | 0.8% | ▲+4.4% Added · +2K sh | |
| 37 | Walmart Inc COM | $14.5M | 117.0K | 0.8% | ▼~0% Reduced · −20 sh | |
| 38 | Paychex Inc COM | $14.4M | 156.7K | 0.8% | ▼−13% Reduced · −24K sh | |
| 39 | Mastercard Incorporated CL A | $14.2M | 28.5K | 0.7% | ▲+46% Added · +9K sh | |
| 40 | Align Technology Inc COM | $14.1M | 82.4K | 0.7% | ▲+0.3% Added · +270 sh | |
| 41 | Stryker Corporation COM | $13.2M | 40.3K | 0.7% | ▼−0.1% Reduced · −30 sh | |
| 42 | Intuitive Surgical Inc COM NEW | $13.2M | 28.7K | 0.7% | —Held | |
| 43 | Union Pac Corp COM | $12.8M | 52.6K | 0.7% | ▼−0.1% Reduced · −76 sh | |
| 44 | Sprouts FMRS MKT Inc COM | $12.7M | 164.3K | 0.7% | ▲New New position | |
| 45 | Novartis AG SPONSORED ADR | $12.5M | 81.8K | 0.7% | ▼−0.1% Reduced · −65 sh | |
| 46 | Crowdstrike Hldgs Inc CL A | $12.5M | 31.9K | 0.6% | ▼−0.2% Reduced · −55 sh | |
| 47 | Uber Technologies Inc COM | $12.1M | 167.9K | 0.6% | ▲+2.5% Added · +4K sh | |
| 48 | Factset Resh Sys Inc COM | $11.9M | 54.8K | 0.6% | ▲+29% Added · +12K sh | |
| 49 | SPDR Series Trust STATE STREET SPD | $11.7M | 91.4K | 0.6% | ▼−0.1% Reduced · −75 sh | |
| 50 | Sea Ltd SPONSORD ADS | $11.4M | 137.2K | 0.6% | ▲+2.6% Added · +4K sh |
As-of date vs the date the SEC received each filing
| Quarter | As of | Filed | Positions | Value | Form |
|---|---|---|---|---|---|
| Q1 2026 | Mar 31, 2026 | Apr 29, 2026 | 223 | $1.9B | 13F-HR |
| Q4 2025 | Dec 31, 2025 | Feb 6, 2026 | 215 | $2.1B | 13F-HR |
| Q3 2025 | Sep 30, 2025 | Oct 31, 2025 | 223 | $2.1B | 13F-HR |
| Q2 2025 | Jun 30, 2025 | Aug 14, 2025 | 216 | $2.0B | 13F-HR |
| Q1 2025 | Mar 31, 2025 | May 8, 2025 | 213 | $1.8B | 13F-HR |
| Q4 2024 | Dec 31, 2024 | Feb 11, 2025 | 199 | $1.8B | 13F-HR |
| Q3 2024 | Sep 30, 2024 | Nov 7, 2024 | 206 | $1.9B | 13F-HR |
| Q2 2024 | Jun 30, 2024 | Jul 22, 2024 | 203 | $1.8B | 13F-HR |
| Q1 2024 | Mar 31, 2024 | May 2, 2024 | 211 | $1.7B | 13F-HR |
| Q4 2023 | Dec 31, 2023 | Feb 5, 2024 | 191 | $1.4B | 13F-HR |
| Q3 2023 | Sep 30, 2023 | Nov 9, 2023 | 180 | $1.3B | 13F-HR |
| Q2 2023 | Jun 30, 2023 | Aug 8, 2023 | 187 | $1.3B | 13F-HR |
| Q1 2023 | Mar 31, 2023 | May 9, 2023 | 182 | $1.2B | 13F-HR |
| Q4 2022 | Dec 31, 2022 | Feb 7, 2023 | 170 | $1.1B | 13F-HR |
| Q3 2022 | Sep 30, 2022 | Oct 31, 2022 | 175 | $1.1B | 13F-HR |
| Q2 2022 | Jun 30, 2022 | Aug 9, 2022 | 165 | $1.1B | 13F-HR |
| Q1 2022 | Mar 31, 2022 | Apr 14, 2022 | 172 | $1.4B | 13F-HR |
| Q4 2021 | Dec 31, 2021 | Feb 9, 2022 | 179 | $1.6B | 13F-HR |
| Q3 2021 | Sep 30, 2021 | Nov 12, 2021 | 186 | $1.4B | 13F-HR |
| Q2 2021 | Jun 30, 2021 | Jul 20, 2021 | 195 | $1.4B | 13F-HR |
| Q1 2021 | Mar 31, 2021 | May 6, 2021 | 190 | $1.3B | 13F-HR |
| Q4 2020 | Dec 31, 2020 | Jan 13, 2021 | 219 | $1.4B | 13F-HR |
| Q3 2020 | Sep 30, 2020 | Nov 6, 2020 | 204 | $1.3B | 13F-HR |
| Q2 2020 | Jun 30, 2020 | Jul 13, 2020 | 189 | $1.1B | 13F-HR |
Holdings from SEC EDGAR 13F-HR filings, updated quarterly ~45 days after quarter-end. Public domain. The book and weighting are long equity only; disclosed put/call options are listed separately and excluded from those totals. Price-derived performance is withheld until the price-source policy and freshness gate are green.